How-to

Find it again later

Find the decision, its reason and its evidence. Months later, search beats remembering.

44 sFor: Any authorized workspace user6 steps

Read the steps OR watch the video. Both teach the same outcome, and neither is needed for the other.Jump to the video

Guided Quick Start

Six steps from sign-in to useful context

Follow the sequence or jump to any lesson. Every step also works on its own, with written instructions alongside the optional video.

Step 5 of 6

  1. Step 1Sign in and choose your workspaceGoal: Reach the right workspace before doing anything else.33 s
  2. Step 2Know where to startGoal: Know the three places you will use: the Home queue, Add to DM and Knowledge.25 s
  3. Step 3Record your first decision and whyGoal: A decision candidate with its rationale is saved for review.37 s
  4. Step 4Approve it so the team can rely on itGoal: The candidate becomes approved team knowledge.39 s
  5. Step 5Find it again laterGoal: Find the decision, its reason and its evidence.44 s
  6. Step 6Put it to workGoal: Ask DM from the decision, and hand it to an agent task as context.45 s

Quick steps

  1. Start on DM HomeTo find a decision again, use Search, the box at the top of DM. The Ask DM button at the bottom right answers questions instead.
    1. Start on DM Home (/).
    2. Review "Search": "Search organizational knowledge… Ctrl+K".

    What it means: To find a decision again, use Search, the box at the top of DM. The Ask DM button at the bottom right answers questions instead.

  2. Click Search organizational knowledgeSelect the search box.
    1. Click "Search organizational knowledge". The next view is "Good morning, Alex" (/).

    What it means: Select the search box.

  3. Fill in the formType a few words you remember. Here, two reviewers.
    1. Type "two reviewers" into the "" field.
    2. You should now see "Your words".

    What it means: Type a few words you remember. Here, two reviewers.

  4. Click Search decision memory for “two reviewers”Open the full search.
    1. Click "Search decision memory for “two reviewers”". The next view is "Search decision memory" (/search).

    What it means: Open the full search.

  5. Review your approved decisionThe decision you approved is the match, with a note on why it matched. Search lists only approved decisions.
    1. Review "Your approved decision": "Any migration that touches production schema needs approval from two reviewers.".

    What it means: The decision you approved is the match, with a note on why it matched. Search lists only approved decisions.

  6. Click View DetailOpen the decision to read it in full. There it is, with its reason. Next, put it to work.
    1. Click "View Detail". The next view is "Two reviewers for production schema changes" (/decisions/dec-review).
    2. You should now see "The decision": "Any migration that touches production schema needs approval from two reviewers.".

    What it means: Open the decision to read it in full. There it is, with its reason. Next, put it to work.

Filters, semantic search and the AI synthesis are not shown (see the Search and Ask DM episode). Ask DM is only pointed out, not used.

Ranking and wording in a live workspace were not verified.

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Quick Start 5 of 6
This guide uses the real DM Search with a synthetic workspace and SIMULATED backend responses; the result list is computed from synthetic decisions with a keyword scoring that follows the backend's default mode and was not verified against a deployed backend. Search lists approved decisions only. Quick Start clips 1 to 6 follow one example workspace, Acme Platform Team.

A banner reading "Demo environment · synthetic workspace and data · backend responses are simulated" stays on screen for the whole video.

00:00–00:11 · home

On screen: Start on DM Home (/). A highlight labelled "Search" marks "Search organizational knowledge… Ctrl+K".

Narrator: To find a decision again, use Search, the box at the top of DM.

Narrator: The Ask DM button at the bottom right answers questions instead.

00:11–00:15 · open

On screen: Click "Search organizational knowledge". The next view is "Good morning, Alex" (/). A highlight labelled "Search" marks "Search organizational knowledge… Ctrl+K".

Narrator: Select the search box.

00:15–00:22 · type

On screen: Type "two reviewers" into the "" field. A highlight marks "Type here". Afterwards: A highlight marks "Your words".

Narrator: Type a few words you remember. Here, two reviewers.

00:22–00:25 · open-search

On screen: Click "Search decision memory for “two reviewers”". The next view is "Search decision memory" (/search). A highlight labelled "Open the full search" marks "Search decision memory for “two reviewers”".

Narrator: Open the full search.

00:25–00:35 · results

On screen: A highlight labelled "Your approved decision" marks "Any migration that touches production schema needs approval from two…".

Narrator: The decision you approved is the match, with a note on why it matched.

Narrator: Search lists only approved decisions.

00:35–00:43 · open-decision

On screen: Click "View Detail". The next view is "Two reviewers for production schema changes" (/decisions/dec-review). A highlight labelled "Open it" marks "View Detail". Afterwards: A highlight labelled "The decision" marks "Any migration that touches production schema needs approval from two…".

Narrator: Open the decision to read it in full. There it is, with its reason. Next, put it to work.

Last verified against the product on .

How-to 39 s8 steps

Approve it so the team can rely on it

The candidate becomes approved team knowledge. Until a person approves it, it is only a proposal.

For: Reviewer or workspace decision owner

How-to 45 s8 steps

Put it to work

Ask DM from the decision, and hand it to an agent task as context. An approved decision is only useful if it is used.

For: Workspace member and agent user

How-to 37 s7 steps

Record your first decision and why

A decision candidate with its rationale is saved for review. Write the decision first. Add the reason while it is fresh.

For: Workspace member who can create decisions

How-to 25 s4 steps

Know where to start

Know the three places you will use: the Home queue, Add to DM and Knowledge. Three places are enough to get started.

For: Any signed-in workspace member